See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,459 | $60,545-77.8% | $92,233-85.4% | $69,631-80.7% |
| Participation rate | 77.8% | 72.2%+5.7pp | 76.5%+1.3pp | 70.7%+7.1pp |
| Annual return | 16.25% | 19.71%-3.5pp | 176.28%-160.0pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,976 | $2,828-30.1% | $3,897-49.3% | $3,224-38.7% |
| Admin fee / account holder | $50 | $145-65.1% | $5,194-99.0% | $110-54.3% |